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Full-Time

Investment Performance Analysis-Senior Associate

Confirmed live in the last 24 hours

State Street

State Street

10,001+ employees

Asset management and custody banking services

Fintech
Financial Services

Compensation Overview

$58.2k - $84.8kAnnually

Mid, Senior

Boston, MA, USA

Category
Asset Management
Finance & Banking
Required Skills
Data Analysis
Requirements
  • BS/BA in accounting, finance or economics related area
  • 2-5 years of Investment Performance and Analytics experience and / or knowledge of investment performance analysis
  • Ability to interpret data into speaking points
  • Desire to take the CIPM
Responsibilities
  • Final review of monthly and daily performance data prior to its release
  • Understand client reporting needs and manage deliverables / metrics for timeliness and quality. Improve upon and report actual results.
  • Shared responsibility for servicing of clients of varying sizes and complexities
  • Participate in and learn from client discussions encompassing performance methodology and calculations, reporting, products, billing and scenario analysis among other topics.
  • Manage document maintenance on scope of service, procedures, risk assessments, contacts and deliverables.
  • Communicate, manage, execute, monitor and review change management (new funds-aggregations-indices-investment structure, etc.).

State Street Corporation provides asset management and custody banking services to institutional investors, including mutual funds and pension funds. Its division, State Street Global Advisors, manages investment portfolios and offers advisory services tailored to clients' financial goals. The company distinguishes itself through its commitment to innovation and promoting diversity and inclusion within its workforce. State Street aims to deliver high-quality financial services while fostering a supportive and inclusive culture.

Company Stage

IPO

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

N/A

Growth & Insights
Headcount

6 month growth

-8%

1 year growth

-8%

2 year growth

-8%
Simplify Jobs

Simplify's Take

What believers are saying

  • State Street's strategic acquisitions, such as stakes in BWP Trust and Australian Clinical Labs, indicate robust growth and expansion opportunities.
  • The company's exploration of blockchain-based payment solutions, including stablecoin and token launches, positions it at the forefront of financial technology innovation.
  • State Street's strong leadership team, with recent high-profile appointments, underscores its commitment to maintaining a competitive edge in the industry.

What critics are saying

  • The competitive nature of the financial services industry requires State Street to continuously innovate to maintain its market position.
  • Regulatory challenges and compliance issues, especially with new ventures like stablecoin and token launches, could pose significant risks.

What makes State Street unique

  • State Street's focus on institutional investors, including mutual funds and pension funds, sets it apart from competitors who may target a broader audience.
  • The company's commitment to innovation, such as exploring stablecoin and token launches, demonstrates its forward-thinking approach in the financial services industry.
  • State Street's emphasis on diversity and inclusion, highlighted by initiatives like WomenInFinance, distinguishes it as a leader in fostering a supportive and inclusive workplace.